Client Relationship Specialist
2 weeks ago
At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join Equitable Life today.
**Title**: Client Relationship Specialist - East
**Reports To**: Manager, Client Experience
**Department**: Group
**Term**: Full Time Permanent
**Region**: Ottawa, Kingston, Montreal, Durham, Toronto
**Work Arrangements**: 100% remote working with the expectation to travel within the region.
**The Opportunity**: Equitable Life is looking to hire a Client Relationship Specialist to support the Eastern region This is a great opportunity for someone with a proven track record of building and maintaining relationships to step in and make a significant contribution to the team. In this role you'll use your outstanding customer service and communication skills to manage the installation of new business and maintain our relationships with plan administrators.
**What you will be doing**:
- Manage installation of new business by working with policyholders, advisors and head office staff
- Provide support to our Group Account Executives
- Process complex amendments and specialized employee notices
- Co-ordinate and maintain high levels of policyholder service which includes:
- Developing and maintaining relationships with group plan administrators
- Coordinating and hosting benefit installation meetings with clients and/or advisors either in person or virtual connection.
- Delivering employee benefit presentations
- Responding to inquiries from policyholders, certificate holders, advisors and head office staff on complex administrative or escalated claim situations
- Able to work under tight deadlines
- Participate in finalist presentations
**What you will bring**:
- 3+ years of prior experience with group, life and health products is preferred
- Valid driver’s license required
- Ability to travel occasionally
- Group Product knowledge is essential
- Knowledge of government plans as they integrate with group plans
- Post-secondary education and training in a related field
- Excellent organizational and time management skills
- Excellent communication skills both verbal and written
- Sound knowledge of Windows, Word, Excel and PowerPoint
- Ability to work in a team environment
- Bilingual skills (French/English) are required
**What’s in it for you**:
- A healthy work-life balance with employee wellness top of mind
- Annual bonus program, annual vacation allowance, and company-paid benefits program
- An additional paid volunteer day each year so you can spend time giving back to the community
- Immediate enrollment in the company’s pension program with employer matching
- Employee resource groups that support an inclusive work environment
- Tuition support and specialized program assistance
- A company subsidized cafeteria with a variety of daily options
- Discounts on company products and services, and access to exclusive employee perks
- Regular EQ Together events focused on company togetherness and collaboration
As part of the recruitment/offer process you will be required to:
- Provide two professional references (minimum one supervisor and above)
To learn more about Equitable Life, we encourage you to explore our organization.
-
Procurement Specialist and Client Relationship
2 months ago
Toronto, Canada Royal Fountain Healthcare Services Inc Full time**Company description** Royal Fountain Healthcare Services Inc (RFHS) offers quality healthcare staffing services that matches the qualified professionals to clients and organizations in Ontario. **Perks of joining the RFHS team**: - **Compensation **-Competitive wage - **Career Development **-Professional development & training, lunch & learn sessions -...
-
Procurement Specialist and Client Relationship
2 hours ago
Toronto, Canada Royal Fountain Healthcare Services Inc Full time**Company description** Royal Fountain Healthcare Services Inc (RFHS) offers quality healthcare staffing services that matches the qualified professionals to clients and organizations in Ontario. **Perks of joining the RFHS team**: - **Compensation **-Competitive wage - **Career Development **-Professional development & training, lunch & learn sessions -...
-
Service Relationship Specialist
2 weeks ago
Toronto, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Toronto, Ontario, Canada Royal Fountain Healthcare Services Inc Full timeCompany descriptionRoyal Fountain Healthcare Services Inc (RFHS) offers quality healthcare staffing services that matches the qualified professionals to clients and organizations in Ontario.Perks of joining the RFHS team:Compensation -Competitive wage- Career Development Professional development & training, lunch & learn sessions- Employee Recognition...
-
Relationship Specialist
4 weeks ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are...
-
Service Relationship Specialist
1 day ago
Old Toronto, Canada Manulife Insurance Malaysia Full timeService Relationship Specialist page is loaded Service Relationship Specialist Apply locations Toronto, Ontario Waterloo, Ontario Halifax, Nova Scotia time type Full time posted on Posted Yesterday job requisition id JR24051826 We are a leading financial services provider committed to making decisions easier and lives...
-
Service Relationship Specialist
1 day ago
Old Toronto, Canada Manulife Insurance Malaysia Full timeService Relationship Specialist page is loaded Service Relationship Specialist Postuler locations Toronto, Ontario Waterloo, Ontario Halifax, Nova Scotia time type Temps plein posted on Publié hier job requisition id JR24051826 Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les...
-
Client Relationship Manager
2 weeks ago
Toronto, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Client Experience Specialist
3 weeks ago
Toronto, Canada Fidelity Investments Full timeJob Description Established in 1987, Fidelity Investments Canada Inc. (FIC), provides Canadian investors with a full range of mutual funds, ETFs and alternative funds. Fidelity funds are available through a number of advice-based distribution channels, including financial planners, investment dealers, banks and insurance companies. FIC manages over $168...
-
Group Benefits Service Relationship Specialist
3 weeks ago
Toronto, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Toronto, Canada Manulife Full timeWe are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...
-
Toronto, Canada CIBC Mellon Full time**Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...
-
Accounting Partner Relationship Specialist
4 weeks ago
Toronto, Canada FreshBooks Full time**About FreshBooks**: FreshBooks is a leading cloud-based SaaS accounting software designed with one goal: to help small business owners grow. We reached unicorn status after raising our valuation to more than $1 billion and continue to scale our business to serve business owners, their clients, and accountants in more than 160 countries worldwide....
-
Group Benefits Service Relationship Specialist
4 weeks ago
Toronto, Canada Manulife Full timeJob Description The Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and...
-
Group Benefits Service Relationship Specialist
4 weeks ago
Toronto, Canada Manulife Full timeJob Description The Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and...
-
Client Relationship Manager
3 weeks ago
Toronto, Canada Cognizant Full time**Client Relationship Manager** **Job summary**: Technical Skills - Portfolio & Project management (PPM) Domain Skills - Wealth Management Operations Shift - Day 9AM TO 7PM EDT Experience - 18 years to 20 years **Roles & Responsibilities**: - Building long-term relationships with key clients. - Addressing customer concerns and complaints. Creating...
-
Toronto, Canada Central 1 Credit Union Full timeCentral 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5...
-
Client Service Specialist
2 weeks ago
Toronto, Canada CWB Financial Group Full timeAt CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Client Service Specialist Role specifications Location:...
-
Group Benefits Service Relationship Specialist
4 weeks ago
Toronto, Canada Company 1 - The Manufacturers Life Insurance Company Full timeDescription The Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and...
-
Toronto, Ontario, Canada Company 1 - The Manufacturers Life Insurance Company Full timeDescription The Service Relationship Specialist role represents Manulife externally with existing and potential corporate clients (large and jumbo) as well as our key Advisor Firms and Partners. They work alongside the Account Executives in this client facing role and supports our distribution partners in the delivery of value-added benefits and superior...